ZIG

Zullo Investment Group Portfolio holdings

AUM $247M
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$608K
3
+$486K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$417K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$300K

Top Sells

1
+$449K
2
+$171K
3
+$163K
4
COST icon
Costco
COST
+$154K
5
QCOM icon
Qualcomm
QCOM
+$146K

Sector Composition

1 Technology 28.38%
2 Financials 9.96%
3 Consumer Discretionary 9.46%
4 Communication Services 6.74%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12K 0.01%
+400
502
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113
503
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102
504
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346
+28
505
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206
+1
506
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507
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230
-135
508
$12K 0.01%
60
509
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81
-37
510
$11K 0.01%
45
511
$11K 0.01%
271
512
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+72
513
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20
514
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515
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516
$11K 0.01%
244
517
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518
$11K 0.01%
80
-25
519
$11K 0.01%
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520
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521
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1,000
522
$11K 0.01%
41
523
$11K 0.01%
97
524
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88
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525
$11K 0.01%
135
19 20
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